In Workbook you can add “viewers” to a specific net revenue forecast, so they view the forecast once it’s publish.
Viewers have read only access, they cannot edit the NRF
ON THIS PAGE YOU WILL FIND: | ||||||
---|---|---|---|---|---|---|
|
...
ADDING VIEWERS TO THE NRF
There are two ways to add viewers to a net revenue forecast:
...
Info |
---|
For more information on the NRF configuration go to:- Net Revenue Forecast > Configuration |
Manually Add Viewers
To add viewers manually to a net revenue forecast go to:
...
Repeat the process in the pipeline responsible tab (if applicable)
...
REMOVE VIEWERS FROM THE NRF
If you wish to remove a viewer:
...
There is no confirmation for this action, WorkBook removes the resource immediately
...
PUBLISHING THE NRF
In order for viewers to see the net revenue forecast, you need to publish it.
...
If you wish to unpublish a NRF then repeat the steps above
...
VIEWING THE NRF
To view an NRF as a “viewer” go to:
The tasks module > follow up > net revenue forecast
Select the net revenue forecast you wish to view from the drop down
...
Related articles
Filter by label (Content by label) | ||||||
---|---|---|---|---|---|---|
|
...